Dividend by month
1) singtel
2) fcot sgx capitacom lian beng starhillg fct sphreit cmt
3) spost taisin lippo
4) roxy
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo
6) tcil ocbc lkh
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo
9) uob tcil cdg
10) sgx lian beng
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh
Remarks:
my comments:
Singtel. steady blue chip counter which gives dividend in jan and august. august dividend maintained at 10.7c. Just went XD by the time i post this. Dividend will come in the next week or two.
Comfortdelgro. a transport giant. distinct pattern of raising dividend. like singtel, cdg has also gone global. vesting in this would mean having interest in its transport business in different parts of the world. investing in this means indirectly investing in vicom and sbs. Not sure why the market is selling this counter down. if the earnings and dividends can be maintained, this sell down is uncalled for. Result will be out by very soon and should the earnings and dividend be maintained at least, imo, the price will shoot up.
Singpost. we await the reporting of its results eagerly. dividend wise, not so hopeful, but this is one proxy to invest in the growing ecommerce and elogistics business in this region. i am in this counter for the long term.
Taisin. humming by its usual business. earnings and dividend later this year likely will be maintained and rather predictable.
Roxy. barring unforeseen circumstances, it should be a winner in excess of 5 years. take a walk around marine parade area and one can see that the upcoming mrt is just literally in front of its hotel and roxy square assets. It just cut dividend from 0.6c to 0.2c. payout ratio less than 20% if i recall correctly from memory, irks investors like me who invest for income. but looking at the share price, it did not correct much after results were announced. company is still profitable and making money and nav is growing, just that directors were cautious of the economic situation at the moment i believe. it remains at a deep discount to its rnav.
lian beng. deeply undervalued. of course we wont expect it to trade at nav, but its discount to its nav and its low pe appears attractive. lots of hard asset backing and recurring income. its contract works will keep it busy and provide income till 2021. Another big venture announced lately in a hougang en bloc project. another counter which i had expected to pay more but it decided to pay 1.25c later this year. actually, this could be viewed as a uptrend in dividend, if we add the special dividend of 1c which was given last year. this year no special dividend. company is still growing. nav near 120 now.
low keng huat, another deeply undervalued counters. revamp of paya lebar area will give it a boost. slow and steady counter. won perumal site bid, this is in close proximity of farrer park mrt. it probably will hold the ground floor units for recurring income, as in the case of plsq.
Another steady ship. 4c dividend declared. nav up to 90c, cash plus deposits equals 1/4bil, so much of the company is actually cash.
tcil, each passing year represents an increasingly wide pb gap. lots of hard asset backing but no clue when would it be unlocked. more than 10 acres of freehold land in singapore in its books. hk3.5b worth of japan equities. amongst its assets. dividend hk0.07 declared on eps 9c. more tan chong added from my dividends at around 2.40hkd, which is deemed very cheap. to buy a cheap stuff and still enjoy dividend cannot be a bad thing.
sph. fighting digital disruption. downside will be limited by its real estate and cash.
hotel grand central, which imo is a discount to its hard assets. if you trace it to its beginnings, you would have seen it growth in the number of hotels over the years. shareholder friendly is definitely a plus, as can be seen as a willingness to increase dividends when earnings permit. compare and contrast this with hotel royal. will get scrip.
banks. ocbc and uob, provide steady may and august/sept dividend. ocbc's 'hidden' 1b assets provides much comfort in holding it, while uob family conservatively run style provides safety. both has discernible dividend rising trend. getting scrip for uob
sgx. singapore as SEA financial hub now and in the future holds a lot of promise to this counter. 4x a year payout is definitely pleasing. current and historical average yield is a tad low though.
ksh. to me its overvalued. market is pricing it too high. it has lots of jv and its gao bei dian project will take years to happen and years before earnings happen and hence years before increase in dividends take place.
sats. 4th 5th terminal coming up should keep this company with lots of people to feed and things to manage.
sph reit. stable dividend churner.
frasers reits, starhill and parkway life. business as usual.
St E. One of my long term holdings. steady big ship cruising along. Another blue chip which has gone across the globe to usa.
lippo malls. high yield because of its geographical risk i suppose but adding this reduces my own risk to my current portfolio.
I added one more counter and might add more, but will only post it next month.
Overall,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon.
No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the future.
Market up or down doesn't matter too much, in fact is not a bad thing after all. Dividends provided new cash flow as compounding and dollar cost average tool.
DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:
1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?
1) singtel
2) fcot sgx capitacom lian beng starhillg fct sphreit cmt
3) spost taisin lippo
4) roxy
5) fcot steng sgx uob sph starhillg fct sphreit cmt cdg hcg lippo
6) tcil ocbc lkh
7) singpost
8) fcot singtel plife ocbc capitacom starhillg sci steng fct singpost sphreit cmt lippo
9) uob tcil cdg
10) sgx lian beng
11) fcot taisin sgx spost starhillg fct cmt lippo
12) sph sats ksh
Remarks:
my comments:
Singtel. steady blue chip counter which gives dividend in jan and august. august dividend maintained at 10.7c. Just went XD by the time i post this. Dividend will come in the next week or two.
Comfortdelgro. a transport giant. distinct pattern of raising dividend. like singtel, cdg has also gone global. vesting in this would mean having interest in its transport business in different parts of the world. investing in this means indirectly investing in vicom and sbs. Not sure why the market is selling this counter down. if the earnings and dividends can be maintained, this sell down is uncalled for. Result will be out by very soon and should the earnings and dividend be maintained at least, imo, the price will shoot up.
Singpost. we await the reporting of its results eagerly. dividend wise, not so hopeful, but this is one proxy to invest in the growing ecommerce and elogistics business in this region. i am in this counter for the long term.
Taisin. humming by its usual business. earnings and dividend later this year likely will be maintained and rather predictable.
Roxy. barring unforeseen circumstances, it should be a winner in excess of 5 years. take a walk around marine parade area and one can see that the upcoming mrt is just literally in front of its hotel and roxy square assets. It just cut dividend from 0.6c to 0.2c. payout ratio less than 20% if i recall correctly from memory, irks investors like me who invest for income. but looking at the share price, it did not correct much after results were announced. company is still profitable and making money and nav is growing, just that directors were cautious of the economic situation at the moment i believe. it remains at a deep discount to its rnav.
lian beng. deeply undervalued. of course we wont expect it to trade at nav, but its discount to its nav and its low pe appears attractive. lots of hard asset backing and recurring income. its contract works will keep it busy and provide income till 2021. Another big venture announced lately in a hougang en bloc project. another counter which i had expected to pay more but it decided to pay 1.25c later this year. actually, this could be viewed as a uptrend in dividend, if we add the special dividend of 1c which was given last year. this year no special dividend. company is still growing. nav near 120 now.
low keng huat, another deeply undervalued counters. revamp of paya lebar area will give it a boost. slow and steady counter. won perumal site bid, this is in close proximity of farrer park mrt. it probably will hold the ground floor units for recurring income, as in the case of plsq.
Another steady ship. 4c dividend declared. nav up to 90c, cash plus deposits equals 1/4bil, so much of the company is actually cash.
tcil, each passing year represents an increasingly wide pb gap. lots of hard asset backing but no clue when would it be unlocked. more than 10 acres of freehold land in singapore in its books. hk3.5b worth of japan equities. amongst its assets. dividend hk0.07 declared on eps 9c. more tan chong added from my dividends at around 2.40hkd, which is deemed very cheap. to buy a cheap stuff and still enjoy dividend cannot be a bad thing.
sph. fighting digital disruption. downside will be limited by its real estate and cash.
hotel grand central, which imo is a discount to its hard assets. if you trace it to its beginnings, you would have seen it growth in the number of hotels over the years. shareholder friendly is definitely a plus, as can be seen as a willingness to increase dividends when earnings permit. compare and contrast this with hotel royal. will get scrip.
banks. ocbc and uob, provide steady may and august/sept dividend. ocbc's 'hidden' 1b assets provides much comfort in holding it, while uob family conservatively run style provides safety. both has discernible dividend rising trend. getting scrip for uob
sgx. singapore as SEA financial hub now and in the future holds a lot of promise to this counter. 4x a year payout is definitely pleasing. current and historical average yield is a tad low though.
ksh. to me its overvalued. market is pricing it too high. it has lots of jv and its gao bei dian project will take years to happen and years before earnings happen and hence years before increase in dividends take place.
sats. 4th 5th terminal coming up should keep this company with lots of people to feed and things to manage.
sph reit. stable dividend churner.
frasers reits, starhill and parkway life. business as usual.
St E. One of my long term holdings. steady big ship cruising along. Another blue chip which has gone across the globe to usa.
lippo malls. high yield because of its geographical risk i suppose but adding this reduces my own risk to my current portfolio.
I added one more counter and might add more, but will only post it next month.
Overall,
nothing fanciful and nothing new: dividends received will be used to reinvest in the same counters and/or the counters which are about to pay dividends soon.
No further input is necessary. Portfolio creates the income every month and gets reinvested. One reinvestment move means one more continuous stream of income in the future.
Market up or down doesn't matter too much, in fact is not a bad thing after all. Dividends provided new cash flow as compounding and dollar cost average tool.
DON'T FORGET TO ASK YOURSELF THESE QUESTIONS:
1) WILL THIS COMPANY GO BUST IN 10 YEARS?
2) WILL THIS COMPANY STOP DIVIDENDS?
3) WILL THIS COMPANY STOP INCREASING DIVIDENDS OVER TIME?
Is it possible to share your average annual yield for 2015, 2016 and YTD 2017?
ReplyDeletefor my stock portfolio, it has an average yield of around 5% for the past few years. the dividend amount is on a gradual upward trend for that portfolio size and i am satisfied and can sleep soundly.
ReplyDeleteabsolute values i am unable to reveal.
Am envious of your sound sleep and thanks for sharing.
ReplyDeleteactually look at it this way,
ReplyDeletethis portfolio has some 25 counters of companies of various industries and involves businesses in singapore and other parts of the world, and the largest proportion per counter relative to the portfolio is around 6-7%.
all these counters have a single common demonination ie they are all good and reliable payers with long histories of paying dividends and imo will continue to do so in the future barring unforeseen circumstances.
single counter failure is unlikely to impact the entire porfolio too much as research showed that once u got more than 20 counters, the risk is already small.
and we are talking about single counter failure ie counter goes to zero, which imo is very small for companies with such dividend payout charactersistics. i do agree that i need to keep an eye on the dividends.
over a long time, this strategy will provide dollar cost averaging and compounding effect, on top of asset appreciation. these three factors will drive the portfolio upwards in the long term. the dividends arriving every few weeks will control the psychology of selling at the wrong times as each dividend which comes provide a chance of a new investment with new cash flow created.